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Healthcare Options In Retirement

One of the major considerations you'll need to take into account in retirement is figuring out your...

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JDLTM - What Is The Color Of (Your) Money?

Each week host Randy Cook interviews either Sam Liang, John Conley, or Ryan Marston to discuss...

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Would A Market Correction Affect Your Retirement Portfolio?

Would A Market Correction Affect Your Retirement Portfolio?

Randy: we all worry about the...

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You’ve Inherited Money, Now What Should You Do?

If you’ve recently inherited money, you might be feeling a lot of emotions. Losing a loved one is...

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JDLTM: Are You In Your Second Financial Awakening?

The Just Don't Lose The Radio Show discussion from January 17th, 2021:

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Audio: 2020 Year End Checklist

In this episode of the Just Don't Lose The Money Radio Show, Sam and Randy go over a 2020 Year End...

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Is Your Retirement 'Check Engine Light' On?

In this episode of the Just Don't Lose The Money Radio Show, Randy and Ryan discuss:
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Where To START When Thinking About Retirement And Your Income

Earlier this year we shared a post about The "Ostrich effect", which refers to the psychological...

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Has Your Financial Literacy Been Declining?

Studies show that Americans think of themselves as financially savvy, but in actuality,...

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Unexpected Risks To Your Retirement Plan

What comes to mind when you imagine something wiping out your retirement savings? A personal...

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Why Your Portfolio Strategy Needs To Be Different Than When You Were Working

What’s your goal, financially speaking, for retirement? Most likely, its to make sure you have...

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Thinking You Should Delay Your Retirement Date? Consider This...

A landmark study released in August found that 39% of American workers, some 68 million in all, are...

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Have a list of questions around your finances?

Thinking about your retirement situation?

Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.